Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-9,838
Closed -$484K 114
2024
Q2
$484K Buy
9,838
+860
+10% +$42.3K 0.13% 52
2024
Q1
$389K Buy
8,978
+3,886
+76% +$168K 0.12% 71
2023
Q4
$219K Buy
+5,092
New +$219K 0.07% 85
2022
Q4
Sell
-101,779
Closed -$2.7M 87
2022
Q3
$2.7M Buy
+101,779
New +$2.7M 1.14% 24